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Your Money Line

Your Money Line

Private
Indianapolis, IndianaFinTechhttps://www.yourmoneyline.com/

Last Round

Series A

Aug 14, 2024

Total Funding Raised

$7.33M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Your Money Line is a financial wellness company that provides a platform offering personalized financial coaching, educational resources, and AI-powered financial management tools for employees.

Sector

FinTech

Verticals

Personal Finance, HR, Wealth Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial wellnessemployee benefitsfinancial coachingfinancial literacyB2B SaaSemployee retentionfintechpersonal financeHR techper employee per monthPEPMAI financial toolsworkplace wellnessmoney management appfinancial stress reductionbenefits platform

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Your Money Line Comparables

Compare Your Money Line with similar companies based on industry and business-model similarity.

Your Money Line comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
LearnLux
90%
BrightPlan
88%
BrightDime
86%

Your Money Line Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AAug 14, 2024
SeedSep 6, 2022

Key People

Founding team and executive leadership

Peter Dunn

Chief Executive Officer

Executive Team

Your Money Line Investors

Notable investors and investment history

Your Money Line investors
InvestorRounds
Gravity VenturesSeed
Elevate VenturesSeries A, Seed
Rehab IndustriesSeed
First Trust Capital PartnersSeries A
Ground Game VenturesSeed
Allos VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 1, 2026

    Recognized as a 'Best Place to Work in Indiana' for four consecutive years.

  • Oct 1, 2025

    Voted 'Best Place to Work in Indiana' for four consecutive years.

Your Money Line Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Your Money Line Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Your Money Line's valuation, stock price, and market status.

Firmographic Details

HeadquartersIndianapolis, Indiana
Employee Range42
Year Founded2017
Last FundingAug 14, 2024

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